Institutional Holders (2026 Q2)
193 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FEGE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Provident Living Financial Services, Inc. | 10.95% | 227,144 | $11.1M |
| 2 | LifeGoal Investments, LLC | 7.58% | 338,466 | $16.6M |
| 3 | MN Wealth Advisors, LLC | 6.16% | 295,720 | $14.5M |
| 4 | NBZ Investment Advisors LLC | 4.98% | 261,301 | $12.8M |
| 5 | Legacy CG, LLC | 3.85% | 307,601 | $15.0M |
| 6 | Advance Capital Management, Inc. | 2.53% | 1,598,249 | $78.2M |
| 7 | Cedrus Wealth Group LLC | 1.73% | 40,539 | $2.0M |
| 8 | Frontier Asset Management, LLC | 1.64% | 186,874 | $9.1M |
| 9 | KWB Wealth | 1.61% | 385,710 | $18.9M |
| 10 | Focused Alpha, LLC | 1.52% | 121,095 | $5.9M |
| 11 | Lighthouse Wealth Management Inc. | 1.25% | 41,202 | $2.0M |
| 12 | Nautilus Advisors LLC | 1.21% | 41,207 | $2.0M |
| 13 | Fortress Private Ledger, LLC | 0.86% | 64,935 | $3.2M |
| 14 | Novem Group | 0.83% | 167,496 | $8.2M |
| 15 | Mesirow Financial Investment Management, Inc. | 0.82% | 1,064,859 | $52.1M |
| 16 | NavPoint Financial, Inc. | 0.81% | 44,490 | $2.2M |
| 17 | Everest Financial Group LLC | 0.74% | 111,614 | $5.5M |
| 18 | Alchemi Wealth, LLC | 0.71% | 31,058 | $1.5M |
| 19 | Allegheny Financial Group | 0.65% | 125,647 | $6.1M |
| 20 | Cornerstone Advisory, LLC | 0.65% | 159,032 | $7.8M |
| 21 | Compass Ion Advisors, LLC | 0.64% | 150,613 | $7.4M |
| 22 | Midwest Financial Group LLC | 0.63% | 36,437 | $1.8M |
| 23 | Clg LLC | 0.62% | 57,755 | $2.8M |
| 24 | Equitable Trust Co | 0.60% | 296,087 | $14.5M |
| 25 | Pettinga Financial Advisors LLC | 0.60% | 76,223 | $3.7M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|